Wayfinding Financial’s ORIX IX Stock Holding History

Wayfinding Financial’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,642	Closed	-$34K	–	437
2025 Q1	$34K	Buy	+1,642	New	+$34.4K	0.01%	444

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Wayfinding Financial's IX Position: Q2 2025 in Review

Wayfinding Financial sold out of ORIX (IX) in Q2 2025, closing a stake of 1,642 shares — an estimated $34K sold.

Wayfinding Financial first reported a position in IX in Q1 2025 and held it in 1 quarter. The position peaked at $34K in Q1 2025. 208 funds tracked by Wall St. Rank hold IX as of Q2 2025.

Wayfinding Financial reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 1,642 ORIX shares in Q2 2025, an estimated $34K.
Wayfinding Financial first reported a position in ORIX in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's ORIX position peaked at $34K in Q1 2025.
208 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.